This special iPhone Sales record will be broken by Apple

With the sale of the iPhone, there is little question that Apple is living and dying. By pushing hard into services and wearables, the company has worked hard in recent years to reduce its reliability on its flagship device. Much of the company’s reassurance on the success or failure of this single product line, the iPhone’s phenomenon dominates and despite Apple’s best efforts.

That could be good news for Apple investors this year, as the company looks set to break its all-time holiday sales record with brisk sales of the iPhone 13 heading into the end-of-season shopping season. all-important. But global supply chain issues could put charcoal into Apple’s stock.

A landmark index

The long and evolving delivery time for the iPhone is historically an excellent measure of strong demand, giving analysts and investors alike an insight into branded device sales. Wedbush Securities analyst Dan Ives has written off the paper and concluded that demand is providing a supply of roughly 15% before Black Friday when the holiday shopping season begins in earnest.

“We estimate that Apple is in a hurry to sell [approximately] 40 million iPhones between Black Friday and Christmas, “Ives wrote in a recent note to customers,” which will be [a] record the speed of rest for the company. Ives cited channel checks suggesting “high demand trends” across the US and in China as evidence that Apple could sell more than 80 million iPhones during the holiday quarter. To top it off this holiday package, Ives found a strong demand for a “Pro version looking for higher ASPs” [average selling prices]. ”

But there is a catch

The news is not all good, however. Global supply chain cases have been making headlines for months, with no relief in sight. President Joe Biden arrives, announcing that the Port of Los Angeles will join the Port of Long Beach in working around the clock to help clear the logjam of ships waiting to unload cargo and supplies. There is also a shortage of moving boxes and truck drivers to move them.

Ives acknowledges “Apple’s lack of chips and logistics Rubik’s Cube (and all other technology, automation, and retail) deals.” But he is worried, saying he expects record sales “despite a severe shortage to limit the supply of the iPhone globally by around 10 million based on our analysis.”

The spread of holiday happiness for Ives investors is not the only one spreading holiday happiness. Morgan Stanley analyst Katy Huberty researched Apple’s recent strategic files and saw a 25% increase in inventory held by the company’s manufacturing partners. Huberty concludes that the large number of iPhones in the pipeline is an indication of a strong demand.

If these analysts are right, it is definitely good for Apple investors. The company has completed its 2021 budget (ending Sept. 25, 2021) with record sales of the iPhone, helping push the product – and Apple product cap – to an all-time high.

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